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This guide takes you from a fresh Oviond account to a live, shareable report for your first client. Expect it to take ~20 minutes end-to-end.

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Before you start

  • You’ve signed up for Oviond and completed onboarding — your name, company, website, client count, and first client.
  • You have OAuth access (or an API key) to at least one data source, such as Google Ads, Google Analytics 4, or Facebook Ads.

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1. Add a client

Everything in Oviond is scoped to a client. See Add Client. At minimum, enter the Client name and Client website. Oviond auto-generates a thumbnail from the website URL.

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2. Create the report

A report is what you build inside the client — a multi-page report or a dashboard. See Add Report.
1

Open the client

From your Clients list, open the client. Everything you create here is scoped to that client.
2

Add a report

On the client’s Reports tab, click Add Report.
3

Choose how to start

Pick Start from scratch or Start from a template. A template pre-populates pages and widgets you can customize.
4

Pick the type

Choose Multi-Page Report (a paged report for a specific date range) for your first build. Dashboard is a live, single-screen view.
5

Name and create

Name it something like Acme — Monthly Performance, then click Create report. Oviond opens the report editor.

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3. Connect a data source

You wire up data from the client’s Data sources page, or inside the report editor in its Data sources tab. See Connect.
1

Open the Data sources tab

In the editor sidebar, click Data sources.
2

Connect the platform

Search for the platform — e.g. Google Analytics 4 — and click Connect. Name the connection profile, then run the OAuth flow (or enter an API key). Oviond requests read-only access.
3

Link an account to this client

Under Select Profile, choose the connection and click Link. Then under Select Account, pick the specific account, property, or page for this client and click Save.
Each connection shows a Token Valid or Token Expired badge. If a token expires, click Refresh to re-authorize. See Connect.

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4. Add pages and content

1

Add a page

A report starts with one page. See Add a page to add and rename pages.
2

Open the Add Content tab

In the editor sidebar, open the Add Content tab.
3

Drag in a data widget

Drag a Data Query onto the canvas. Pick the data source you linked, choose a metric (e.g. Sessions) and an optional dimension, then pick the chart type — a single-value KPI is a quick win.
4

Add a trend chart

Drag in a second Data Query, set it to a line chart of Sessions over the last 30 days, and place it next to the KPI.
Oviond auto-saves the editor as you work and saves the whole report — every page and widget — in one operation. See Add a widget.

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5. Apply a theme

To make the report feel on-brand:
1

Create a theme

See Add Theme. Set your client’s primary color — Oviond auto-derives the full chart palette.
2

Apply it to the report

See Apply Theme.

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6. Share it

See Share Report. Click Share in the top-right of the editor to open the Share dialog.
1

Copy the link

On the Link tab, keep Link is Active on and click Copy. The link points to /shared/{nano_id} on your share host.
2

Set the options

Toggle Show Date Selector, Allow PDF Download, or Enable Password as needed.
3

Send it

Send the link to your client. They open it in any browser — no Oviond account needed.

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Next steps